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Microsoft Dynamics NAV (Archived)

Zetadocs Express and Production orders

Posted on by 32,675

hello,

i wanna use zetadocs express with production orders.

there are some strange things.

* changing the Status from 'released' to 'finished' cuts the document links. so the finishied prod. order has no attached documents any more. but it's the same record with the same object no.

* in SharePoint normally the record-no. (nav object no.) and the organisation Name are shown in the SP document line. using the zetadocs factbox with a production order these values are empty. Also, ev. more important, in SP no document folders are created using. prod. orders.

does anyone know this problem?

regards

*This post is locked for comments

  • keoma Profile Picture
    keoma 32,675 on at
    RE: Zetadocs Express and Production orders

    hello tiffany,

    i developed a solution within a customer project. to find a solution was very time-consuming and complicated. so, it's no possible to give you the solution for free.

    if you are yet interested for a solution contact me by mail.

    cheers

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Zetadocs Express and Production orders

    Hello, I am also having the same problem with Zetadocs and Production Orders. I noticed you had a solution. Would you be so kind to help me out?

    Best Regards,

    Tiffany

  • keoma Profile Picture
    keoma 32,675 on at
    RE: Zetadocs Express and Production orders

    hello

    i found a solution.

    regards

  • keoma Profile Picture
    keoma 32,675 on at
    RE: Zetadocs Express and Production orders

    hm, formatting didn't work, once again ...

    Hi, i tried it, but it does not work. the document links are not shown in the zetadocs factbox. i created released prod. orders, then changed the Status to finished, so status value changes from 3 to 4.

    released and finished prod. orders use the same table 'Production order'.

    Tables

    ==============================================

    Production Order

    Enabled Field No. Field Name Data Type Length Description

    Yes 1 Status Option

    Yes 2 No. Code 20

    Prod. Order Line

    Enabled Field No. Field Name Data Type Length Description

    Yes 1 Status Option

    Yes 2 Prod. Order No. Code 20

    Yes 3 Line No. Integer

    Mapping Header

    Mapping ID Mapping Type Source Table Source Table Name Target Table Target Table Name Mapping Description

    53 Static 5405 Production Order 5405 Production Order Released Prod. Order -> Finished Prod.Order

    54 Child 5405 Production Order 5406 Prod. Order Line Production Order -> Prod.Order Line

    55 Static 5406 Prod. Order Line 5405 Production Order Prod.Order Line -> Production Order

    Mapping Line

    Mapping ID Line ID Source Field Target Field Target Value

    53 1 1 1

    53 2 2 2

    54 1 1 1

    54 2 2 2

    55 1 1 1

    55 2 2 2

    whats to do?

    regards

  • keoma Profile Picture
    keoma 32,675 on at
    RE: Zetadocs Express and Production orders
    Hi, i tried it, but it does not work. the document links are not shown in the zetadocs factbox. i created released prod. orders, then changed the Status to finished, so status value changes from 3 to 4. Tables ============================================== Production Order Enabled Field No. Field Name Data Type Length Description Yes 1 Status Option Yes 2 No. Code 20 Prod. Order Line Enabled Field No. Field Name Data Type Length Description Yes 1 Status Option Yes 2 Prod. Order No. Code 20 Yes 3 Line No. Integer Status: Simulated,Planned,Firm Planned,Released,Finished so status values: 0,1,2,3,4 Mappings ============================================== Mapping ID Mapping Type Source Table Source Table Name Target Table Target Table Name Mapping Description 53 Static 5405 Production Order 5405 Production Order Released Prod. Order -> Finished Prod.Order 54 Child 5405 Production Order 5406 Prod. Order Line Production Order -> Prod.Order Line Mapping ID Line ID Source Field Target Field Target Value 53 1 1 1 4 53 2 2 2 54 1 1 1 4 54 2 2 2 whats to do? regards
  • David Cole Profile Picture
    David Cole 1,975 on at
    RE: Zetadocs Express and Production orders

    Zetadocs uses the NAV record number to find related records.

    If I understand correctly, the process you describe results in a new NAV record being created with a different record number. If this is the case, then you need to follow the advice on ZTN4282 to configure Zetadocs Mappings, otherwise Zetadocs does not know where to find the related documents you would like to be shown in the factbox of the new NAV record.

    Regards,

  • keoma Profile Picture
    keoma 32,675 on at
    RE: Zetadocs Express and Production orders

    hello

    yes it helps, but ...

    the main issue is:

    using production orders means to use an object with a state. this state (open, released, finished, ...) can change.

    changing this state means: create a new production order with new state, copy the attribute values from old PO to new PO, delete the first one.

    so it looks like that zetadocs does not check the state change, because zetadocs does not know anything about the new PO. But this is the aim: To have the same zetadocs document links in the new PO (with new state).

    i tested a lot: the zetadocs document links are lost on changing the state.

    regards

  • David Cole Profile Picture
    David Cole 1,975 on at
    RE: Zetadocs Express and Production orders

    Hello,

    For the first issue that you mention, where related documents are not shown on the Finished Production Order, please refer to ZTN4282 for information on how to configure the results that are displayed in the Zetadocs Document Factbox.

    For the second issue, please refer to ZTN4274 for information on how to add Zetadocs Document Factbox features in non Sales and Purchase areas of NAV.

    I hope this is helpful.

    Kind regards,

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